BOONE CAPITAL MANAGEMENT LLC

RIASEC RegisteredEst. 2022
Total AUM
$963M
Discretionary
$963M
100% of AUM
Avg account
$321M
Accounts
3
Employees
5
Advisory reps
2

Firm details

Headquarters
Atlanta, Georgia
CRD number
316230
Registered since
July 27, 2022
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Boone Capital Management LLC is an SEC-registered hedge fund organized as an LLC and operating with an individual owner. The firm targets institutional clients and acts in a commodity pool operator/commodity trading advisor (CPO/CTA) capacity while providing portfolio management for pooled investment vehicles. Its compensation mixes a percentage-of-AUM component with performance-based fees. The adviser is not positioned as a capital allocator to external managers; instead it sponsors and manages pooled vehicles directly. It does not report being an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • PAUL BOTTINELLI

    COO, CCO, CFOCRD 5971071

  • DANIEL BOONE

    President and CIOCRD 7425858

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Atlanta, GA

FULTON

Location

Atlanta, GA

Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.

Metro area
Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
Region
South
County
FULTON
Address
1175 Peachtree St NE
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth